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WisdomTree SmallCap Earnings Fund shares owned by World Equity Group

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by World Equity Group from 13F filings

Historical chart of World Equity Group investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by World Equity Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by World Equity Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $324k 5.8k 55.87
2025-06-30 $293k 5.8k 50.96
2025-03-31 $291k 5.9k 49.57
2024-12-31 $602k 11k 53.94
2024-09-30 $235k 4.5k 52.75
2023-03-31 $767k 2.0k 376.90
2022-03-31 $519k 11k 47.96

More positions owned by World Equity Group

Apple (AAPL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Palantir Technologies Cl A (PLTR)
First Tr Exchange-traded SHS (FDL)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for World Equity Group

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
Morgan Stanley
LPL Financial
Ameriprise Financial
Cetera Investment Advisers
Key FInancial
Shore Point Advisors
Savant Capital Management
Raymond James Financial
Linscomb & Williams
Kathleen S. Wright Associates
Arkadios Wealth Advisors
Wells Fargo & Company
Amplius Wealth Advisors
Envestnet Asset Management

View all funds holding WisdomTree SmallCap Earnings Fund